Profit Sharing · DOL Form 5500 · 2022
Milestone Retirement Communities Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,224
- Participants Near avg headcount
- 50th
- Percentile by assets National rank
- $3,976
- Avg per participant Low balance/head
Official DOL plan name: Milestone Retirement Communities 401(k) Plan · Sponsored by Milestone Retirement Communities · Washington · Healthcare & Social Assistance
$5M in assets, 1,224 participants
Milestone Retirement Communities's Milestone Retirement Communities 401(k) Plan reported $5M in total assets and 1,224 participants in its 2022 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #11,140 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Milestone Retirement Communities 401(k) Plan declined sharply 27.8% in 2022 ($7M → $5M) for 1,224 participants.
- #11,140
- in Healthcare & Social Assistance (20,060 peers)
- -27.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milestone Retirement Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Milestone Retirement Communities 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,866,627 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Milestone Retirement Communities 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Retirement Communities 401(k) Plan lands in the large band (1,224 participants).
DOL schedule card
Filing strip 814756997 · Milestone Retirement Communities PY 2022 · Profit Sharing
Milestone Retirement Communities 401(k) Plan · $5M · 1,224 · 50th
- NET $5M
- BOOK 1,224
- VS-ST 50th
- BOY Profit Sharing
- SCH near The Santa Barbara Neighborhood Clinics 403(b) Plan
- EBSA ind #11140
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Washington →
Milestone Retirement Communities 401(k) Plan in the asset neighbourhood
Milestone Retirement Communities years around the 2022 move
Sponsor-wide plan assets over time
All Milestone Retirement Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 7.549191668069076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,224 | $5M |
| 2023 | 1 | 980 | $5M |
| 2024 | 1 | 722 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 814756997 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Itron, Inc. Incentive Savings Plan $494M · 2,596
- Bill & Melinda Gates Foundation Sharing Retirement Plan $468M · 1,613
- SEIU 775 Secure Retirement Plan $284M · 73,362
- Western Washington Painters Defined Contribution Pension Plan $246M · 1,639
- Peacehealth Southwest Medical Center Employer Contribution Plan $173M · 3,089
Milestone Retirement Communities 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is The Santa Barbara Neighborhood Clinics 403(b) Plan in CA ($5M); by covered participants it is Abbvie Puerto Rico Savings Plan in IL (1,223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,224 participants); asset peers above are excluded.
- Abbvie Puerto Rico Savings Plan (IL) 1,223 · 1 off
- Easter Seals New Jersey Tax Sheltered Annuity Plan (NJ) 1,222 · 2 off
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund (NY) 1,221 · 3 off
- Iuoe Local 965 Annuity Plan (IL) 1,232 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.